Skip to main content

Changing contact scores

Easily adjust the lead scores of your contacts in First Thursday, either by updating your settings or manually editing individual scores.

G
Written by George Barnes
Updated over 3 months ago

🧭 Step-by-step guide

  • Option 1: Adjust the automatic scoring system

  • You can prioritise certain criteria, such as museum associations, so new contacts are scored with your gallery’s preferences in mind

    • To do this, go to settings

    • In general scroll down to Scoring Prompt

    • In the box fill in information about your gallery and what you prioritise

    • Examples could be "We are especially interested in people from an institutional background including museums and public galleries as well as high net worth individuals."


  • Option 2: Manually update a score

  1. Open Contacts in First Thursday

  2. Select the contact you want to adjust

  3. In the Overview tab, scroll to the bottom of the profile

  4. Click the pencil icon

  5. Enter a new score based on your own judgement

  6. Click Regenerate to update the score with your changes


📬 What happens next

  • For automatic scoring: once updated, all newly generated contacts will reflect your adjusted scoring preferences

  • For manual scoring: the updated score will be applied immediately to the chosen contact and reflected across your contact records

  • You can revisit either option at any time to make further adjustments

Did this answer your question?